How head contractors can share tender form templates with colleagues

As a head contractor, you can create tender form templates to easily import customized tender forms into new projects. To share the tender form template with colleagues, start from the “Projects” page and then click on the “Tender Form Templates” tab.

Click on the tender form template you’d like to share.

Navigate to the “Share” tab and click into the search box to find the colleague with whom you’d like to share the template.

Start typing the colleague’s name or select it from the list. Once selected, the colleague’s name will be listed in the “Share” tab and the colleague will receive a notification. The colleague will also have access to the sub list template from their BuildingConnected account.

At any time, if you'd like to remove the colleague, manage the colleagues’ permissions or to resend the invitation to join the template, click on the drop-down menu under “Actions” and select the desired option.